Changing a charity’s director, trustee, or like official information

The Charities Directorate can only discuss a charity’s file with representatives of the charity that we have on file. Therefore, it is in your best interest to make sure that we have up-to-date information about your directors, trustees, or like officials.

Changing or updating information

All fields must be completed to process this request.

1. Print this page for each person you are adding, removing, or updating. If making multiple updates, you can copy and paste the content into another format or use it as a guideline for the information we need to make any changes.
2. Fill out the printed page (tick the boxes to show if a person is being added, removed, or updated).
3. Sign the completed page (it must be signed by a person who has authority to sign for the charity).
4. Send the completed page(s) to the Charities Directorate.
    

Charity information

Charity name: ________________________________________________________________________________

Charity BN registration number: __________________________________________________________________

Are you adding, removing, or updating information?                    Add ☐ Remove ☐ Update ☐

Complete the following information about this person (please print):

Public information

Last name :____________________ First name:______________________ Initial:__­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________

Start date (yyyy-mm-dd):__­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_________________ End date (yyyy-mm-dd): __­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________

Position in charity: ____________________________________________________________________________

Is this person at arm's length with other directors?        Yes ☐ No ☐

Confidential information

(Information in this area will stay confidential and will not be made available to the public, except as required by law.)

Home address (street number and name): _________________________________________________________

City: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________ Province/territory: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_____________________ Postal code: ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________

Telephone number: _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­_______________________ Date of birth (yyyy-mm-dd): _­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­___________________________

Email address:  ______________________________________________________________________________

It is a serious offence under the Income Tax Act to provide false or deceptive information. The Canada Revenue Agency (CRA) strongly encourages the charity to inform directors, trustees, and like officials that their personal information has been collected and disclosed to the CRA.

Certification

I certify that the information given on this page is, to the best of my knowledge, correct, complete, and current.

Name (print):                 ________________________________________________________________________

Position in the charity:   ________________________________________________________________________

Date:                             ________________________________________________________________________

Signature:                     ________________________________________________________________________

Send us the completed page(s)

Mail: Charities Directorate
Canada Revenue Agency
Ottawa ON  K1A 0L5

Fax: 613-954-8037

Other program accounts

If your charity has other program accounts with the CRA, such as payroll or GST/HST, call 1-800-959-5525 to update the information for those accounts. If your charity is incorporated, you should also tell your incorporating authority of the changes.

Privacy notice

Personal information is collected under the authority of the Income Tax Act and is used to establish and validate the identity and contact information of directors, trustees, or like officials of the organization. This information will also be used as a basis for the indirect collection of additional personal information from other internal and external sources, which includes social insurance number (SIN), personal tax information, and relevant financial and biographical information. This information may be used to assess the risk of registration with respect to the obligations and requirements as outlined in the Act and the common law. The SIN is collected under subsection 237 of the Act and is used for identification purposes.

Personal information may be disclosed to the organization and/or its representatives and other third parties under the disclosure provisions of section 241 of the Act. Personal information may also be shared with other government agencies and departments under information-sharing agreements, in accordance with the disclosure provisions under section 241 of the Act. Incomplete or inaccurate information may result in the Charities Directorate not processing your request.

Personal information is described in personal information bank CRA PPU 200 and is protected under the Privacy Act. Individuals have a right of protection, access to and correction or notation of their personal information. You are entitled to complain to the Privacy Commissioner of Canada regarding our handling of your information. 

☐ I confirm that I have read the Privacy statement.

For office use only                                                                                                       Protected B when completed

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